Member Info for Locky82

I can’t see how you’ve concluded that, but I’m not going to get into deep discussions about the context of my posts on a share forum. I think my point was clear, maybe it was my use of the expression that ‘I don’t have the stomach for it’ which I thought was clear I meant I don’t have the stomach for the current levels of risk! As the price has increased I believe the risk of sanctions/suspension/50+% price drops has also increased. That’s all, I am a bystander at the moment, but if I see value I may jump in again, that’s why I’m watching closely

No, I hope you’ve purposely misunderstood my post. It’s about price and risk. I’m sure you know that though

Unfortunately I don’t think you can separate the excellent company (which it is!) from the current geopolitical situation. The west fighting this war with sanctions and at some point precious metals extracted from Russian territory will be in the firing line if this goes on for any length of time. I don’t think the current SP represents value given the risk but that just my take as an interest bystander. GL

The problem is it feels like a matter of time. Holding this at 130 when it was two tier 1 army’s at war felt a bit risky. Holding at 340 when heinous war crimes are being committed by the planets most wanted despot, well I don’t have the stomach for it. I welcome all/any deramper comments. It’s airing my opinion. GL

Any ideas why the drop?

Jeez, it’s just investing. It’s brutal what’s going on in Ukraine but with your investor head on its a macroeconomic event in a long list of macroeconomic events. Don’t feel guilty about making money with this share, you’re also taking a fair amount of risk. Maybe donate some profit if makes you feel better

I never referred to any chart! I do have to hold my hands up and admit I got it wrong. I can’t really complain, I’ve made some decent money on the recent lows. Personally I still see risk at 350 as opposed to guaranteed free money at 130 lol GL

Ah aircraft leasing

When is this bond repayment due? From memory do they not have another financial obligation on the horizon?

They’re holding up better than I expected today.

Completely agree OP.

True and the situation could be seen as deteriorating with the expectation of further sanctions now inevitable. Obviously the company is worth multiples of its current value, and long term will make you guys wealthy (imo). Short term, there is absolutely no point in stating targets.

I mean how did you arrive at this target?

Based on what?

With the atrocities in Bacha, peace feels further away than ever and this share feels as risky as it ever has.

Link doesn’t work for me.

I sold, it was a difficult decision. In at 130 out at 310. I wouldn’t buy these shares at 310 with the risk, therefore I shouldn’t hold. In fact I held too long, work got in the way.

27/4 from memory

Sold just over a third of my holding today. I know better! I know this will come good but I bottled it! The remaining 2/3s cost me **** all though.

Imagine selling Friday!!